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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,769 | $51,631+25.4% | $129,397-49.9% | $80,925-20.0% |
| Participation rate | 57.6% | 56.9%+0.6pp | 69.6%-12.0pp | 67.7%-10.1pp |
| Annual return | 17.02% | 20.77%-3.8pp | 9453.98%-9437.0pp | 35.65%-18.6pp |
| Employer contribution / active EE | $1,552 | $1,583-2.0% | $4,154-62.6% | $2,756-43.7% |
| Participant deferral / active EE | $3,719 | $2,670+39.3% | $4,167-10.7% | $4,299-13.5% |
| Admin fee / account holder | $5,587 | $4,309+29.7% | $7,679-27.2% | $6,940-19.5% |